We are proud to unveil Ava, AdviserLogic Virtual Assistant.

Ava is a cutting-edge chatbot designed to redefine your support experience with AdviserLogic.

Ava represents a significant leap forward in how you interact with us and your software, bringing instant, intelligent, and tailored assistance directly to your fingertips, whenever you need support.

After thorough internal testing and a highly successful BETA trial, we are delighted to extend Ava’s capabilities for you to leverage.

At Morningstar our mission is to empower Investor Success; Ava is designed to save you time and drive efficiencies in your practice so that you can spend more time with your clients. This aligns perfectly with our mission.

Ava symbolises our first step in leveraging AI technology to support your needs, and we can’t wait for you to experience everything she has to offer.

Ava is AdviserLogic’s latest innovation—a digital virtual assistant powered by advanced natural language processing and machine learning technologies. Developed to streamline user support, Ava is equipped to answer your AdviserLogic support queries instantly, provide guidance, and offer step-by-step instructions for key AdviserLogic functionalities, helping you make the most out of AdviserLogic without interrupting your workflow.

At AdviserLogic, we understand the fast-paced environment in which you operate. Time is critical, and access to information is essential. Ava ensures you get answers quickly and efficiently 24/7, reducing reliance on traditional support channels and enabling you to focus on what matters most: delivering exceptional financial advice.

Getting started with Ava is easy. When you log in to your AdviserLogic account, select the support button from the top right menu.

The Chat Window will open, and you can ask your question by selecting Ask a Question

Ava is fully integrated into the AdviserLogic platform, ensuring you can access support directly from your workspace without the need for additional installations or applications.

Asking Ava questions is simple and convenient.

Just select the Ask a Question tile from the Home or Messages section, and type in your query. Ava will search through all our existing content to find the best answer for you. While the response time depends on the complexity of your question, Ava will typically provide an answer within seconds.

You can also ask follow-up questions, or even completely unrelated ones, within the same conversation, making it easy to explore multiple topics quickly.

Once Ava has provided you with a correct answer, select That answered my question. This lets Ava know that the information was correct and will help her improve her responses in the future.

Your feedback and continued use of Ava play a vital role in making her smarter and more effective every day. Don’t forget to rate her performance using the simple emoji CSAT feature at the end of each conversation.

Just select an emoji that reflects your experience, add a comment and submit—it’s quick and easy! Your input not only helps us improve Ava but also enhances the team’s ability to support you better.

Thank you for helping us make Ava the best she can be!

Not only do you benefit from 24/7 Availability, Ava delivers clear, step-by-step instructions in plain language. Ava is always online, ready to provide support at a time that suits your needs.

Ava learns and adapts over time, ensuring responses become more relevant and precise with continued use.

We have also added a few features to the Chat window to make your life easier.

Scrolling down the Home screen allows you to access additional options to make your life easier.

The top of the window will show your recently asked questions and a field allowing you to open a new conversation.

Further down you will find our Contact Details and Privacy Policy.

We have added a link to the AdviserLogic Knowledge Centre, while we build the new Help Centre

Along with the ability to ask new questions and review recent ones, you can now easily register for webinars or access Morningstar AdviserLogic Academy - to enrol in video courses or view previous webinars - directly from the chat window.

We have also made it easier to book a meeting directly into your CSM’s calendar from the chat window!

Just scroll down to the bottom of the Home section in your chat window, and select the Find a time link to book time directly into your Customer Success Managers calendar.

You can review or ask additional questions from the message section.

The messages section also allows you to revisit in-app messaging you may have closed or missed. Simply click on the message to interact with the content.

We are replacing the What's New button in AdviserLogic with the News feature in the Help Centre window. During this transitional period, when we have Product news, it will appear in both the News section in the Help Centre and the Legacy What's New section.

You can open the content without leaving AdviserLogic. Interacting with the news will open within the chat window, along with any subsequent links therein. Allowing you to stay up to date with our improvements - without interrupting your workflow.

We heard your feedback, and we couldn’t agree more! Ava now comes with a sleek, easy-to-navigate Help Centre designed to help you quickly find the information you need. All content is now categorised by process, making it easier than ever to locate what you’re looking for.

You can always ask Ava – she is faster and will surface the content as well as an articulate summary of the content. We have also added a link to the AdviserLogic Login page, in case you can't get into your account.

Our priority was to let you start benefiting from Ava’s fast and accurate processing capabilities as soon as possible, which is why the Help Centre is still under construction.

When you ask Ava a question, she will access resources from both the current and previous Help Centres. During this transitional phase, the source of the information Ava provides will depend on whether the content has been optimised for her new environment.

Here’s how you can tell where the content comes from:

Additionally, you can easily rate the articles you access. This feedback helps us improve the quality and relevance of the content that feeds Ava, ensuring she continues to deliver accurate and helpful answers.

The launch of Ava is more than a new feature—it's the beginning of a transformative journey. AdviserLogic envisions a future where AI is integrated into your product empowering you to focus on what you do best, providing exceptional advice.

Ava is our first step on this journey, but our Product team are looking at other exciting use cases in 2025.

We’re excited to bring Ava to our AdviserLogic community and look forward to hearing your feedback as we continue to refine and expand its capabilities. Together, let’s embrace the future of intelligent support.

Discover Ava’s potential today—because innovation is more than technology; it’s about empowering people.